I have been seeing the photo below these few days. I guess it is no less than 10 times that…
Independent Financial Advisory (Part 1)
This post will start a series of my job as an Independent Financial Adviser(IFA) and the planning process for my…
Summary of the changes in CI definitions
This is a snap shot of the comparison for the CI definition of the new(2019) as compared to the current(2014).…
Policy Reviews
Whenever a financial planner asked a prospect for a review, it is common to hear people say, “I already have…
